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IFP Advisors’s Origin Bancorp OBK Stock Holding History

IFP Advisors’s Portfolio OBK Stock Details OBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4K Sell
302
-9
-3% -$424 ﹤0.01% 3133
2026
Q1 		$12.9K Buy
311
+1
+0.3% +$42 ﹤0.01% 3036
2025
Q4 		$11.7K Buy
310
+231
+292% +$8.28K ﹤0.01% 2980
2025
Q3 		$2.73K Buy
79
+6
+8% +$222 ﹤0.01% 3569
2025
Q2 		$2.61K Buy
73
+70
+2,333% +$2.32K ﹤0.01% 3771
2025
Q1 		$104 Hold
3
– – ﹤0.01% 3841
2024
Q4 		$100 Buy
+3
New +$101 ﹤0.01% 4028
2024
Q1 		– Sell
-76
Closed -$2.7K – 3214
2023
Q4 		$2.7K Buy
76
+38
+100% +$1.21K ﹤0.01% 2601
2023
Q3 		$1.1K Hold
38
– – ﹤0.01% 2984
2023
Q2 		$1.11K Hold
38
– – ﹤0.01% 3059
2023
Q1 		$1.46K Hold
38
– – ﹤0.01% 2988
2022
Q4 		$1K Hold
38
– – ﹤0.01% 4421
2022
Q3 		$1K Buy
+38
New +$1.58K ﹤0.01% 4625
2021
Q3 		– Sell
-6
Closed – – 3431
2021
Q2 		$0 Hold
6
– – ﹤0.01% 3168
2021
Q1 		$0 Hold
6
– – ﹤0.01% 3156
2020
Q4 		$0 Sell
6
-19
-76% -$484 ﹤0.01% 3046
2020
Q3 		$1K Hold
25
– – ﹤0.01% 2677
2020
Q2 		$1K Buy
+25
New +$513 ﹤0.01% 2576

Other funds holding OBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

IFP Advisors's OBK Position: Q2 2026 in Review

IFP Advisors reduced its Origin Bancorp (OBK) stake by 2.9% in Q2 2026, selling an estimated $424 and leaving 302 shares worth $15.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3133.

IFP Advisors first reported a position in OBK in Q2 2020 and has held it in 18 quarters since. 204 funds tracked by Wall St. Rank hold OBK as of Q2 2026.

  • IFP Advisors held 302 shares of Origin Bancorp worth $15.4K as of Q2 2026.
  • IFP Advisors sold 9 Origin Bancorp shares in Q2 2026, an estimated $424.
  • Origin Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3133 holding.
  • IFP Advisors first reported a position in Origin Bancorp in Q2 2020 and has held it in 18 quarters since.
  • 204 funds tracked by Wall St. Rank held Origin Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.